Guide to Teaming

Excellence in Estate Planning

The core value of the National Association of Estate Planners & Councils is that the team concept of estate planning best serves the client. Everything we do builds on this single principle. No two clients are alike, nor are their planning needs.

As a result, our members are those professionals who must have a seat at the table to properly serve the client – attorneys, accountants, trust officers, and credentialed insurance & financial planners, and philanthropic professionals, among others.

It’s important to note that NAEPC is an association of estate planning councils and Accredited Estate Planner® designees. The information and resources found within this section of our website are for designees, members of estate planning councils, and estate planning councils alike.

High-Performance Teaming and Professional Collaboration,
the LINK Online Course in Collaboration

As an Accredited Estate Planner® designee or member of an estate planning council, you have declared your commitment to the team concept of estate planning because you know that this process best serves the client. All too often, a truly collaborative experience escapes even the most seasoned and well-meaning advisor... and that is where the LINK Online Course in Collaboration comes in! Based on the NAEPC Model for Collaboration, LINK digs into best practices, helping to balance communication, coordination, and cooperation and turn those elements into a true collaborative experience that benefits the client and sets you apart from others.

LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, completion is on your schedule, and NAEPC members have access to a reduced enrollment fee.

The NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planningis a web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner designees, The Journal is considered to be one of the premier benefits of membership in NAEPC. Those who are interested in receiving direct notification of new issues should opt in to doing so on the right column of the Journal's home page.

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited. Any requests must be made in writing and directed to the NAEPC office. Accredited Estate Planner and AEP are registered trademarks of the National Association of Estate Planners & Councils.